Investment Advisory – Wealth Management

Company DescriptionNuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...

About Nuvama: Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2, 00, 000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment...

About Nuvama:Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2, 00, 000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment...

We're seeking a highly motivated Wealth Management Specialist to join our team at Neo Wealth and Asset Management. As a key member, you'll be responsible for providing expert advice on Domestic and Overseas Tax Advisory services.Job Overview:Provide comprehensive tax advisory services to corporates, individuals, families, trusts, domestic, and NRI...

Company OverviewCorenza is a renowned wealth advisory firm dedicated to providing expert financial guidance to individuals and families. With over 20 years of experience, we have established a reputation for excellence and innovation in the financial industry.We are seeking a highly skilled Wealth Advisory Specialist to join our team. In this role, you will...

Nuama Wealth OverviewAt Nuama Wealth, we strive to provide exceptional wealth management services to our clients. Our team of experienced professionals works closely with clients to understand their financial goals and objectives.Functional Responsibilities/KPIs:1. Building strong relationships with partners to generate sales for various financial products,...

Job DescriptionRole: Wealth ManagerQualification: Graduate ( M BA)Location: Mumbai (Work from Office)Experience: 5 Years Plus Experience in Wealth Management or Financial AdvisoryWorking Days: 5 Days working (wherein 4th & 5th Saturday is going to be off, Subject to companies policy)Age Up to 40 YearsInterview Round: 2 Rounds of InterviewsCTC: 15 LPA 18 LPA...

Role: Wealth ManagerQualification: Graduate ( M BA)Location: Mumbai (Work from Office)Experience: 5 Years Plus Experience in Wealth Management or Financial AdvisoryWorking Days: 5 Days working (wherein 4th & 5th Saturday is going to be off, Subject to companies policy)Age Up to 40 YearsInterview Round: 2 Rounds of InterviewsCTC: 15 LPA 18 LPA + Up to 6 LPA...

Location : Lower Parel, Mumbai Position: Wealth Manager Private Wealth. Broader Role / Responsibilities: Acquisition of Wealth Clients:- Wealth Manager will be responsible for acquiring & advising HNI clients of Affluent & Super Affluent client base from the existing pool of clients within the company will be given.- Build up the sales funnel via Client...

SMIFS Limited is a well-established financial services firm with over fifty years of experience in serving high-net-worth individuals (HNIs) and providing comprehensive wealth management solutions. We are looking for dynamic and experienced professionals to join our Wealth Management Team and build enduring, trust-based relationships with our esteemed...

We are seeking a highly skilled Tax Advisory Professional to join our team at Neo Wealth and Asset Management. This role involves providing Domestic and Overseas Tax Advisory services across Company Management Tax, Individual Tax, Corporate Tax, Section 8 companies, Family and Charitable Trust Tax for our domestic and NRI clients.Key Responsibilities:Advise...

Company DescriptionGoldStandard Wealth is a SEBI Registered Portfolio Management startup focused on democratizing portfolio management. The company caters to eligible individuals, offering them a foundation to launch their Fund Management careers without any net-worth criteria and technological & physical infrastructure requirements. So whether you're a...

Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm.The business...

The deVere Group is a global leader in the provision of independent financial services, with a reputation for excellence and a commitment to delivering personalized solutions to its clients. As a Wealth Management Expert, you will play a key role in helping us achieve our vision of becoming the world's largest and most successful independent financial...

Key responsibilities Client Portfolio Management: Oversee existing portfolios and onboard new HNI/UHNI clients. Business Development: Identify, prospect, and engage with HNI/UHNI clients and Family Offices, driving sales across PMS, AIF, MF, equity, and alternative investments. Sales Strategy Implementation: Develop and execute strategies to enhance...

About Bhaarat Wealth GroupBhaarat Wealth Group (BWG) is a pioneering investment firm that excels in high-return land investments. With a proven track record of delivering exceptional returns, we empower individuals and investors to grow their wealth through strategic land investments.Our latest project is in a prime location, following successful ventures in...

Portfolio – Follow process and manage client portfolio which includes Quarterly review, Portfolio Decisions, and client communication Client Advises – Improve quality of client interaction by updating client on his portfolio, its performance and updating on various asset classes Implement advisory process accurately in all market situations and...

Company Overview: Ares Wealth Management Solutions is a leader in wealth management, driven by our commitment to shared prosperity and a better future. Our team is guided by core values that foster a collaborative and inclusive work environment.Job Description: We are seeking a Senior Associate to assist in building client materials and marketing prospects....

About the RoleThe Financialist is seeking a highly skilled Principal Wealth Advisor to join our team. In this role, you will be responsible for providing financial planning and investment advisory services to individual clients across various age groups and stages of wealth. You will work closely with clients to understand their financial needs, monitor...

Job DescriptionJob Description:- Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus- Financial Planning (FP) and Portfolio Services- Execution of transactions post FP and on periodical basis- Manage Private Wealth, PMS and AIF fund related queries- Ensure delivery of various MIS reports as per requirements- To develop short term and...